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WisdomTree US Total Dividend Fund
DTD

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 169 → 174 (+5)

0.89% more ownership

Funds ownership: 46% → 46.89% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1% less capital invested

Capital invested by funds: $498M → $494M (-$4.78M)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

66% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $6.37M

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$10.7M
2
Morgan Stanley
Morgan Stanley
New York
+$4.09M
3
PFO
Pathstone Family Office
New Jersey
+$3.89M
4
LPL Financial
LPL Financial
California
+$3.66M
5
Bank of America
Bank of America
North Carolina
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.2M
3
RWA
Rooted Wealth Advisors
Illinois
-$3.14M
4
Jane Street
Jane Street
New York
-$2.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$228K – – –
NS
127
NBC Securities
Alabama
$224K +$233K +3,734 New
TP
128
Tranquility Partners
Tennessee
$220K +$228K +3,648 New
KFA
129
Kapstone Financial Advisors
Ohio
$211K – – –
AFG
130
Allegheny Financial Group
Pennsylvania
$208K +$1.37K +22 +0.6%
Brown Advisory
131
Brown Advisory
Maryland
$205K +$213K +3,408 New
NFG
132
Nations Financial Group
Iowa
$201K – – –
AF
133
Allworth Financial
California
$199K – – –
CF
134
Centaurus Financial
California
$188K +$195K +3,119 New
Comerica Bank
135
Comerica Bank
Texas
$175K +$182K +2,912 New
IA
136
IFP Advisors
Florida
$153K – – –
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$147K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$143K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$111K +$64K +1,025 +126%
SCA
140
Stonebridge Capital Advisors
Minnesota
$109K – – –
SSB
141
Sandy Spring Bank
Maryland
$89K -$62.5K -1,000 -40%
CFGS
142
Concourse Financial Group Securities
Alabama
$86.6K – – –
TF
143
Tompkins Financial
New York
$72.6K -$5.5K -88 -7%
GT
144
Glenmede Trust
Pennsylvania
$63.4K – – –
PA
145
Parallel Advisors
California
$62.2K -$60.3K -965 -48%
BTI
146
Blue Trust Inc
Georgia
$62K – – –
WP
147
WealthShield Partners
North Carolina
$60.8K -$2.44K -39 -4%
CFFP
148
Center for Financial Planning
Michigan
$59.1K – – –
AA
149
Ancora Advisors
Ohio
$52K – – –
RFA
150
Resurgent Financial Advisors
Georgia
$47.9K – – –
4 5
6
7 8

DTD Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2023, worth a combined $494M — down 0.96% from $498M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DTD positions and 14 closed out — a net gain of 5 holders — while 46 added to existing stakes and 57 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $10.7M. The largest seller was Citadel Advisors, cutting an estimated $3.48M.

  • 174 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2023, up from 169 in Q2 2023.
  • Funds reported $494M of WisdomTree US Total Dividend Fund stock for Q3 2023, down 0.96% quarter-over-quarter.
  • 19 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2023 and 14 closed out, a net change of +5 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2023 was Cetera Advisor Networks, an estimated $10.7M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2023 was Citadel Advisors, an estimated $3.48M sold.

Based on aggregated 13F filings for Q3 2023.